What is Adxstudio Portals A framework for empowering

What is Adxstudio Portals? • A framework for empowering Microsoft Dynamics CRM to allow it to serve as a unified Portal and customer management tool • A way to empower business processes tied to CRM via external web processes

Empowering CRM • Portals – – Interaction with clients, potential clients, partners, community Forums for ideas, issues, discussion Presentation of content, Blogs, etc. Presentation of Surveys, CRM forms for external users • CRM – Tracking interactions and information about clients, partners, community – Content management – Form, Survey submission management

CRM extended • • Contact Management Account Management Case Management Campaign Management Opportunity Management Product Management Custom Business-Specific Processes

Contact as the Central Flow • Users of the Portal are tracked in the CRM as Contacts

Portal Integration • All Interactions that the Portal User commits on the portal are tied to the Contact in the CRM • Contacts have Parent Accounts can be leveraged on the Portal • Cases can be managed on the Portal via Help Desk • Opportunities can be managed via the Partner Portal • Product Catalog is surfaced on the Retail Portal and through E-Commerce

Leveraging OOB Flows • The power of CRM as x. RM is the ability to leverage out-of -box processes for novel situations • This same mentality can be utilized with Adxstudio Portals • Dashboards, Charts, Reports come OOB and can be expanded on with customization • Entities can be assigned, queued, activated and deactivated, audited, and have activities run against them

Adxstudio Portals Integration • Adxstudio Portals for Dynamics CRM Represents a unified system where Content Management, Customer Relationship Management, and the management of custom complex portal features are all in one place, with the same flows and processes surrounding all aspects of the system • Build Scenarios, not island features

Available Portals • • Basic Customer Company Conference Community Partner Government Retail

Basic Portal • Demonstrates the basic portal functionality • Requires: – Adxstudio Portals Base

Company Portal • Demonstration of bilingual portal • Features included: – – – Career management Customizable contact us form Advertising Polls Dual languages

Conference Portal • Conference management capability • Features Include – – – Session management Sponsor management Attendees management Speaker management Location management

Customer Portal • Deluxe Customer Support • Features include: – – – Forums Case management Customer service surveys Help desk Event management

Community Portal • Customer Portal + Social Features • Features include: – – – – Forums Blogs Ideas Issues Help desk and case entitlement Case management Customer service surveys Event management

Partner Pipeline Portal • Allows vendors to distribute opportunities to partners • Tracks opportunities through the sales pipeline • Features Include: – – – Case management Partner management Customer management Opportunity management Forums

Government Portal • Includes services aimed at government • Features: 311 Permit management Contact Center Desktop Integration – Alerts, Search, Dialogs – – –

Retail Portal • Fully-Functional Storefront Portal • Features Include: – – – – – Blogs Help desk Forums Ideas Store locator Event management Product catalog E-commerce and shopping cart Charity requests Gift cards and membership

Community Documentation • Our Community Portal has great documentation! • Installation & Operations Guide • Portal Applications Guide • User’s Guide • Developer’s Guide http: //community. adxstudio. com/products/adxstudioportals/